The data operating layer for financial services
Move 10× faster
AI-assisted development and reusable templates replace boilerplate SQL with governed, repeatable patterns.
Trust every pipeline
Column-level lineage, automated quality checks, and a built-in catalog so auditors and AI models alike get data they can rely on.
Cut costs, spend smarter
Push-down SQL and leaner pipelines mean your Snowflake, BigQuery, and Databricks budgets go further—even as AI drives more queries.
Migrate in weeks
Banks, insurers, and investment firms are migrating hundreds of objects and going live in weeks, not months.
Trusted by leading financial firms
Agentic Data Transformation, Cataloging, and Quality Monitoring
Transform
Build and change data pipelines with control
Build, test, and deploy 10x faster with code-first, metadata-driven development. Every AI agent works within the same guardrails as your engineers, so moving fast never means shipping ungoverned changes.
Catalog
Ground every human and AI decision in context
Catalog makes data effortless to discover and instantly understandable for people and for agents. Definitions, ownership, and usage live in one place, so every team member and every AI agent works from the same trusted context.
Quality
Detect & resolve issues before trust erodes
Testing and monitoring share one strategy and one set of definitions, so issues route to the right owner with full context. Scout, the Quality agent, triages problems and proposes fixes in code, within the same governance model.
“We chose Coalesce because of its automation, templates, and approach to streamlined development that makes iteration cycles much faster. It’s very easy to troubleshoot, to apply changes and refactor data models as a result of having strong lineage tracking capabilities.”
Different worlds, same operating layer
Banking
You're migrating off Fiserv, FIS, or Jack Henry, consolidating SQL Servers post-acquisition, and keeping SOX, BSA, and FDIC reporting audit-ready. Coalesce handles the transformation layer so your team can focus on the business logic—not the plumbing.
Credit Unions
Member data lives across dozens—sometimes hundreds—of vendor systems. Add a merger to the mix and you're rebuilding the data foundation under a moving train. Coalesce unifies member views and consolidates legacy reports without the manual lift.
Insurance
Claims span geographies and systems. Policy history needs SCD tracking. PHI/PII rules are non-negotiable. Coalesce gives you end-to-end lineage, automated governance, and the speed to keep up with underwriting and actuarial demand.
Investment & Asset Management
Fund accounting lives in five places. Your legacy data warehouse is overdue for retirement. Coalesce consolidates multi-source data into governed, queryable assets with full lineage—from Salesforce and Aladdin all the way to the analyst's dashboard.
Capital Markets & Wealth
Deal data touches Snowflake, Tableau, Sigma, and Salesforce—and nobody owns the lineage. Investor 360 views sit half-built in spreadsheets. Coalesce traces every column across platforms so your team can trust what they're reporting.
Fintech & Digital Banking
Your Snowflake bill is climbing, jobs are throttled, and you're scaling transformation for customers who won't wait. Coalesce compiles lean SQL and cuts runtimes so you grow without the cost spiral.
Building a self-service data community from the ground up
Discover how United Community Banks leaned into the cloud and architected a first-class data stack that benefits the entire organization.
